Senior financial advisor Nick Fallon tells WP how his clients have reacted to the current market conditions
A partner for advisors is actively growing the industry’s confidence in its security safeguards after obtaining a key certification
Two things stand in the way of most MFDA players recommending ETFs and there’s new hope that both could soon be a thing of the past.
Most advisors use Twitter to speak to current and prospective clients but there another more compelling and profitable reason to undertake the effort.
As multinational companies look for greater flexibility in how they invest their assets in fixed-income securities issued by Canadian corporations, one company has been given the green light to merge two of its classes of funds.
Aging clients are increasingly turning to other financial professionals to scrutinize the decisions of their investment advisors and guard against churning.
You know something’s not right when one of the world’s largest asset managers is also crying foul.
Video can be a great way to engage with potential and current customers, and these days it costs very little. Video expert Geoff Anderson points out some common mistakes to avoid.
A court case that pits a well-paid athlete against the deep pockets of one of the world’s largest banks has come to an end – sort of.
If the latest projections on what it will cost to implement a fiduciary standard are accurate, the industry may need to dig deep.
As the Canadian Exchange Traded Fund Association marked its 25th anniversary, the newly elected chairman says there remains a great need for investor education given the predilection of that group turning to ETFs.